Lifestyle Asset Management, Inc. — 13F holdings

Lifestyle Asset Management, Inc. reported 135 holdings worth $414M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $64.0M (15.5%)
  2. AGG ISHARES TR — $24.1M (5.8%)
  3. AVDE AMERICAN CENTY ETF TR — $16.1M (3.9%)
  4. QQQ INVESCO QQQ TR — $15.0M (3.6%)
  5. CWB SPDR SERIES TRUST — $14.5M (3.5%)
  6. SPMO INVESCO EXCH TRADED FD TR II — $13.4M (3.2%)
  7. SPDW SPDR INDEX SHS FDS — $13.0M (3.1%)
  8. TDI TOUCHSTONE ETF TRUST — $11.4M (2.8%)
  9. XOM EXXONMOBIL HOLDINGS CORP — $11.2M (2.7%)
  10. QQH NORTHERN LTS FD TR III — $10.3M (2.5%)